Morningstar

AMG River Road Large Cap Value Select Fund - Class I MEQFX

Morningstar Medalist Rating
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Medalist Rating as of See AMG Investment Hub
  • NAV / 1-Day Return $19.74  /  +0.10 %
  • Fund Size $41.9M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 0.97%
  • Turnover Ratio 115%
NAV and 1-Day Return as of

Morningstar’s Analysis MEQFX

Will MEQFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEQFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEQFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEQFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Large Cap Value Select I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MEQFX

More MEQFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

7.14 3M
Financial Services

Amazon.com Inc

6.68 3M
Consumer Cyclical

Microsoft Corp

5.92 2M
Technology

Fairfax Financial Holdings Ltd Shs Subord.Vtg

5.54 2M
Financial Services

The Walt Disney Co

4.65 2M
Communication Services

CRH PLC

4.49 2M
Basic Materials

BJ's Wholesale Club Holdings Inc

3.99 2M
Consumer Defensive

Union Pacific Corp

3.99 2M
Industrials

StandardAero Inc

3.89 2M
Industrials

American Express Co

3.80 2M
Financial Services

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